END OF YEAR PLANNING + CHECKLIST


Pay attention to some important things you may want to consider as we end the year.  Is there a reason to update your beneficiaries?  Review your tax holdings? Checkup on your portfolio risk?  David Anderson examines these and the reasons why you may want to put these on your checklist.

Interested in partnering with our down-to-earth financial advisors and support staff?  Moneywise is available for free, no-obligation phone + virtual consultations.

BE SMART. BE SAFE. BE MONEYWISE.

Moneywise Wealth Management

“The Moneywise Guys” podcast

call: 661-847-1000

email: info@moneywiseguys.com

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